Number of Shares
38,530.00
Current Holdings Value*
$8.56 Mil
% of Portfolio
6.18%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
35.63%

Pinnacle West Asset Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Pinnacle West Asset Management, Inc. held 38,530.00 shares of Apple Inc(AAPL), totaling $8.56 Mil. This investment constitutes 6.18% of their stock portfolio, and Pinnacle West Asset Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then Pinnacle West Asset Management, Inc. has made 2 purchases of AAPL, at an average price of $148.21, for a total of 42,305.00 shares. In addition, there have been 6 sales at an average price of $200.40 for 3,775.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Pinnacle West Asset Management, Inc.'s estimated gain on his AAPL holdings is $2.23 Mil, reflecting a 35.63% gain to date.

Pinnacle West Asset Management, Inc. AAPL ($201.08) Holding Chart

Pinnacle West Asset Management, Inc. AAPL ($201.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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